Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Leicht Financial Planning & Wealth Management, Inc.

•CIK: 1710666•Filing: Q4 2025

**Leicht Financial Planning & Wealth Management, Inc.** manages $224M across a concentrated portfolio of 13 holdings. The strategy exhibits a significant tilt toward sector-specific and thematic ETFs, notably allocating $53.7M to SPYG and $47.1M to SPYV. Further diversification is evident with substantial positions in SPTI ($27.1M) and SPMB ($20.5M). This structure suggests a focused, systematic approach to capturing targeted market premiums.

Total AUM

$223.6M

QoQ Performance

+0.8%

Positions

6

Top 10 Concentration

98.7%

Latest Filing

Q4 2025

Top Holdings Allocation

SPYG

SPYV

SPTI

SPMB

SPDW

SPSM

SPIB

SPYG24.0%

SPYV21.1%

SPTI12.1%

SPMB9.2%

SPDW9.1%

SPSM8.0%

SPIB6.2%

SPEM4.8%

📈 Biggest Buys

SPDR SERIES TRUST

+49.9%

21.1% of portfolio

SPDR SERIES TRUST

+9.2%

12.1% of portfolio

SPDR SERIES TRUST

+7.5%

9.2% of portfolio

SPDR SERIES TRUST

+8.3%

6.2% of portfolio

ISHARES TR

+31.8%

1.9% of portfolio

📉 Biggest Sells

SPDR SERIES TRUST

-11.0%

24.0% of portfolio

SPDR INDEX SHS FDS

-4.0%

4.8% of portfolio

SPDR SERIES TRUST

-1.6%

8.0% of portfolio

SPDR INDEX SHS FDS

-0.8%

9.1% of portfolio

APPLE INC

-0.1%

1.0% of portfolio

Sector Breakdown

Other98.8%

Technology1.0%

Financial0.3%

🚪 Exited Positionssold since Q3 2025

SELECT SECTOR SPDR TR

SOLD

$5.8M

SELECT SECTOR SPDR TR

SOLD

$5.3M

SELECT SECTOR SPDR TR

SOLD

$4.2M

Changes from Q3 2025

NEW1 new position

↑6 increased

↓5 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPDR SERIES TRUST

SPDR SERIES TRUST

SPDR SERIES TRUST

SPDR SERIES TRUST

SPDR INDEX SHS FDS

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